WHAT MAKES US
UNIQUE
Experience
More than twenty years in the financial services industry
Education
Multiple degrees, professional licenses, continuing education
Independence
Completely independent, we answer only to our clients
Fiduciary Duty
We put our clients interests above our own
Fee-Only Compensation
We sell no products, receive no commissions
ONGOING
SERVICES
Retainer Engagement
You may be looking for a continuous relationship that relieves you of the anxiety inherent in a fluctuating economy and constantly changing markets. That’s why we are here. NorthFort Financial will provide you with ongoing investment management in addition to the initial planning work we undertake with all new relationships.
Fees for ongoing service are typically a flat annual amount based on your circumstances and the level of expertise required rather than a percentage of the assets we manage. We believe flat fees avoid any and all conflicts of interest and allow us to be completely objective as our compensation doesn’t change regardless of the advice we provide.
OUR
HISTORY
Patrick J. Briskey
Patrick J. Briskey is a Financial Advisor and President of NorthFort Financial, LLC. He holds an Associate of Science degree in Business Management from Northwest State Community College and a Bachelor of Science degree Summa Cum Laude in Business Administration from Franklin University. Pat has been the Owner of NorthFort Financial, LLC (previously Briskey Financial Services, LLC) since its inception in 2007. Prior to that, Pat was an Investment Representative at a local banking institution as well as a Brokerage Services Manager and Recruiter for a national investment Broker/Dealer. Pat enjoys reading, slow cruising on his pontoon with family and friends, and hoping his Detroit Lions eventually win a Super Bowl.
Kyler S. Baird
Kyler S. Baird is a Financial Advisor and is the Accounting Manager for NorthFort Financial, LLC. Also, he will soon be a Minority Owner. He handles the accounting functions for the firm, including Accounts Payable and Accounts Receivable responsibilities. He is expected to graduate in May of 2026 from the University of St. Francis with a Bachelor of Science in Finance and Accounting. Additionally, he is an integral part of the firm’s Tax services, involved in Tax Prep, Analysis, and Strategy. Kyler enjoys hunting, fishing, and operating a small family Honey business, Baird’s Local Honey. In whatever spare time he has beyond these hobbies, he dabbles in planning a wedding with his future wife and remodeling his first home.
Keith A. McDonald
Keith A. McDonald is a Certified Financial Planner (CFP®) and owns as well as operates McDonald Capital Management, Inc., which is merging into NorthFort Financial, LLC. He holds a Bachelor of Science Degree in Business Administration from Bowling Green State University and a Master of Science Degree in Financial Services from the College for Financial Planning. Keith provides a wide array of investment and tax services to his loyal clients. One of Keith’s specialties is income investing, which seeks a steady flow of dividends and interest from diversified portfolios. Keith enjoys traveling, reading, and watching as many Cleveland Guardians games as possible.
LETS GET
STARTED
Pat’s Office Phone 419-636-2020
Email pat@nfortfin.com
Kyler’s Office Phone 419-518-0434
Email kyler@nfortfin.com
Keith’s Office Phone 260-750-7797
Email keith@nfortfin.com
Firm Wide Text Number 419-658-7367